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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Comprehensive Financial Management LLC (swap one in):+ O'shaughnessy Asset Management, LLC $19.78B · Stamford, CT+ Park Avenue Securities LLC $19.58B · New York, NY+ Mission Wealth Management, LP $17B · Santa Barbara, CA+ Farther $16.01B · San Francisco, CA
Los Gatos, CA
Los Angeles, CA
San Francisco, CA
Assets under management$18.52B$22.54B$20.77B
Asset growth, last 2 years+11%+59%+43%
Advisory staff1512815
Individual clients139,520504
Assets per client$1.42B$2.4M$41.2M
Clients per advisor17434
Main custodianNorthern TrustSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio–143–

From each firm's latest Form ADV (Mar 2026, Sep 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolComprehensive Financial Management LLCSeiaBaker Street Advisors, LLC
Website Builders
Webflow––Uses it

Custodians on Form ADV: Comprehensive Financial Management LLC: Northern Trust · Seia: Schwab, Fidelity · Baker Street Advisors, LLC: Schwab, Fidelity